Frank  Mokosak,  CFP<sup>&reg;</sup> - Financial Advisor

Frank Mokosak, CFP®


Financial Advisor

Mokosak Advisory Group, LLC

2900 100th Street, Suite 102
Urbandale, IA 50322
(515) 223-5404


Frank Mokosak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mokosak Advisory Group, LLC in Urbandale, IA and the surrounding communities.

Financial Advisor Overview

Our firm takes a comprehensive approach to financial planning to help clients discover their values, goals and dreams. We primarily work with widows and widowers as well as medical professionals.


Financial Advisor Experience

I've been in the financial services industry since 1990 and have been practicing as a financial advisory since 1995.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Mokosak Advisory Group are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care


Helpful Financial Planning Resources